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361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

I’m finally getting caught up this week after a whirlwind conference-related stuff and I wanted to jot down a few thoughts about the event itself. For starters, all of you who came and shared the day with us – you guys are amazing. I really enjoyed talking with you and learning about your businesses and…

In the first half of this year, running a globally-allocated portfolio looked and felt humiliating in the shadow of a US-only, S&P or Nasdaq focused racehorse. At one point, the trouncing was so pronounced that I documented a few of the comments I’d been hearing from my colleagues (see: Anecdotally… from July 25th). But the…

We’re Hiring!

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The biggest headfake for investors of the entire year occurred on September 18th when the FOMC shocked The Street with its No Taper decision. Virtually no one expected it and the initial reaction that day was a massive, high octane rally across the entire spectrum of risk assets. But it was a false move, it…

Janet Yellen is official according to the New York Times… WASHINGTON — President Obama will nominate Janet L. Yellen as chairwoman of the Federal Reserve on Wednesday, White House officials said Tuesday night, ending an unusually prolonged and public search to fill one of the most important economic policy-making jobs in the world. Ms. Yellen,…

I’m shoulder-deep in conference business today so forgive my absence. The livestream is available over at The Big Picture blog here. For your reading pleasure, I suggest checking out Abnormal Returns. More later!